Altha Estate Planning Lawyer, Florida

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Adrian Middleton
About | Practice Areas
Sword & Shield, P.A.
1437 Market St Tallahassee, FL 32312» view map
Estate Law
Legal Representation You Can Trust

Our team of attorneys has the experience and creativity that will provide you with an outcome that will not hurt your rights or your future.

800-978-7301
1. Adrian Middleton Tallahassee, FL
  Attorney at Law- FL, 2012
  Florida State University College of Law, J.D. 2012
2. AboutSword & Shield, P.A.
  Legal Representation You Can Trust
3. Practice AreasExpertise
  Divorce & Family
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2. Email
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Includes: Gift Taxation

Timothy H Wells

Real Estate, Estate, Real Estate Other, Estate Planning, Wills & Probate

Status: In Good Standing Licensed: 38 Years

CONTACT

Bonifay, FL 32425

Kristi Miller Novonglosky

Lawsuit & Dispute, Estate Planning, Family Law, Business

Status: In Good Standing Licensed: 25 Years

CONTACT

Chipley, FL 32428

Frank Edward Bondurant

Employee Rights, Commercial Real Estate, Workers' Compensation, Estate Planning

Status: In Good Standing Licensed: 39 Years

CONTACT

5381 Cliff Street, Graceville, FL 32440

Amanda Rowland Hampel

Family Law, Estate Planning

Status: In Good Standing

CONTACT

Inlet Beach, FL 32461

William Gerald Hamm

Commercial Real Estate, Estate Planning

Status: In Good Standing Licensed: 32 Years

CONTACT

13123 E Emerald Coast Pkwy, Inlet Beach, FL 32461

Laurence E Kinsolving

Commercial Real Estate, Real Estate, Lawsuit & Dispute, Estate Planning

Status: In Good Standing Licensed: 56 Years

CONTACT

4332 Lafayette St, Marianna, FL 32446

Glenda F Swearingen

Elder Law, Commercial Real Estate, Federal Appellate Practice, Estate Planning

Status: In Good Standing Licensed: 44 Years

CONTACT

Marianna, FL 32446

Martha S Eskuchen

Commercial Real Estate, Real Estate, Government, Estate Planning

Status: In Good Standing Licensed: 49 Years

CONTACT

4442 Lafayette St, Marianna, FL 32446

Ruth Barnes Kinsolving

Commercial Real Estate, Real Estate, Estate Planning

Status: In Good Standing Licensed: 53 Years

CONTACT

4332 Lafayette St, Marianna, FL 32446

Thomas Cornell Wilkinson

Other, Commercial Real Estate, Federal Appellate Practice, Estate Planning

Status: Deceased Licensed: 64 Years

CONTACT

Marianna, FL 32447

800-923-0641

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LEGAL TERMS

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

CERTIFICATION OF TRUST

See abstract of trust.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

TRUSTEE

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income ... (more...)

The person who manages assets owned by a trust under the terms of the trust document. A trustee's purpose is to safeguard the trust and distribute trust income or principal as directed in the trust document. With a simple probate-avoidance living trust, the person who creates the trust is also the trustee.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

SAMPLE LEGAL CASES

Brundage v. Bank of America

... disputed transfers from the trust. Dorothy Gutsgell and her husband, who had no children of their own, executed a series of estate planning documents, using the law firm of Ruden McClosky for their planning. In 1992 Dorothy, as ...

Yang Enterprises, Inc. v. Georgalis

... Petitioners filed suit against Respondent for trade secret theft, tortious interference with a business relationship, and trade libel. In 1999, Petitioners retained Anthony Palma, an attorney in Broad and Cassel's Orlando office, for estate planning services. ...

Wheeler v. Powers

... In 2000, Dorothy L. Powers and her husband, Albert Powers, retained Kenneth B. Wheeler, an estates and trust attorney, to prepare estate planning documents. ... [1]. On December 20, 2004, Dorothy created several new estate planning documents through a different attorney. ...

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Altha Estate Planning Lawyer, Florida

Sponsored Law Firm

Sword & Shield, P.A.

SPONSORED LAWYERS

Timothy H Wells

Kristi Miller Novonglosky

Frank Edward Bondurant

Amanda Rowland Hampel

William Gerald Hamm

Laurence E Kinsolving

Glenda F Swearingen

Martha S Eskuchen

Ruth Barnes Kinsolving

Thomas Cornell Wilkinson

TIPS

LEGAL TERMS

SPRINKLING TRUST

PER STIRPES

LAPSE

CERTIFICATION OF TRUST

QTIP TRUST

ADEMPTION

INHERIT

TRUSTEE

BYPASS TRUST

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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